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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Diversification, IRA's and Timing Your Social Security
28:30
28:30
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Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Se…
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Why Stress Testing Your Retirement Plan Is Important
28:35
28:35
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28:35
In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a com…
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Your Social Security, Taxes & Long Term Care
28:37
28:37
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28:37
Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary level of care. Keith offers a complimentary stress test of financial plans to ensure preparedness for vari…
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The Importance Of A Fiduciary In Your Retirement Planning
28:35
28:35
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Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the im…
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Meet Capstone Planning - Investments, Retirement Planning and More
23:50
23:50
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In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, i…
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